MANNING & NAPIER INVESTOR SERVICES, INC.
Firm details
- Headquarters
- FAIRPORT, New York
- CRD number
- 26266
- Registered since
- June 15, 1990
- Website
- www.manning-napier.com
Firm profile
FINTRXOverview
Manning & Napier Investor Services, Inc. is recorded as a corporate advisory entity that has been SEC-registered since 1990. The FINTRX snapshot classifies the owner type as a domestic entity and individual ownership and lists the firm as "Unclassified" for broader categorization. The dataset indicates the firm does not serve as a capital allocator, does not identify as an active ESG investor, and is not flagged as a multi-state adviser, newly formed adviser, pension consultant, or related adviser. The firm did not provide details on fee structure, specific advisory activities, client segments, or other business lines in the supplied data.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 4JESSICA KUSHNER
Chief Compliance OfficerCRD 5503211
CHRISTOPHER BRILEY
Chief Technology OfficerCRD 4874358
PAUL BATTAGLIA
Chief Financial OfficerCRD 6007994
Contacts
3 of 70SAMANTHA LAREW
Co-Director of ComplianceCRD 4928353
KRISTINA CHAN SICKMOND
Relationship ManagerCRD 5812400
JOSEPH PETROSINO
Database ManagerCRD 4817594
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
FAIRPORT, NY
MONROE
Location
FAIRPORT, NY
Headquartered in FAIRPORT, NY, anchoring the Rochester-Batavia-Seneca Falls, NY metro in the Northeast.
- Metro area
- Rochester-Batavia-Seneca Falls, NY
- Region
- Northeast
- County
- MONROE
- Address
- 290 Woodcliff Dr
- Time zone
- ET (UTC-5)
- Office locations
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